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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
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Prenetics Global Limited - Class A Ordinary Share
(NQ:
PRE
)
16.28
-0.60 (-3.55%)
Streaming Delayed Price
Updated: 4:00 PM EST, Dec 29, 2025
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Press Releases about Prenetics Global Limited - Class A Ordinary Share
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Prenetics Enters Into Warrant Exchange Agreements With Warrant Holders, Strengthening Capital Structure
December 23, 2025
From
Prenetics Global Limited
Via
GlobeNewswire
Prenetics Announces Upcoming Conference Participation
November 25, 2025
From
Prenetics Global Limited
Via
GlobeNewswire
Prenetics Executives Announce Open Market Share Purchases Totaling Approx. $1.45 Million
November 24, 2025
From
Prenetics Global Limited
Via
GlobeNewswire
Cantor Fitzgerald Reiterates Overweight Rating on Prenetics with Price Target of $31 Following Strong IM8 Growth
November 14, 2025
From
Prenetics Global Limited
Via
GlobeNewswire
Prenetics Reports Record Third Quarter 2025 Results; IM8 on Track for $120M ARR¹ by December 2025, Fastest Supplement Brand Growth in Industry History
November 10, 2025
From
Prenetics Global Limited
Via
GlobeNewswire
Prenetics Announces Third Quarter 2025 Financial Results Release Date and Inaugural Earnings Conference Call
November 04, 2025
From
Prenetics Global Limited
Via
GlobeNewswire
Prenetics’ IM8 Achieves Record $9 Million in Revenue for October, Surpasses $108 Million in Annualized Recurring Revenue 11 Months After Launch
November 04, 2025
From
Prenetics Global Limited
Via
GlobeNewswire
Prenetics Bolsters Bitcoin Treasury with Strategic Acquisition of 100 Bitcoin, IM8 Reaches $100M ARR
October 31, 2025
From
Prenetics Global Limited
Via
GlobeNewswire
Prenetics CEO Danny Yeung Publishes "The Dual-Engine Revolution" Manifesto: A Blueprint for the Future of Health + Wealth
October 29, 2025
From
Prenetics Global Limited
Via
GlobeNewswire
Prenetics Announces Closing of Approx. $44.0 Million Equity Offering to Fuel IM8’s Global Expansion and Bitcoin Treasury Strategy
October 28, 2025
From
Prenetics Global Limited
Via
GlobeNewswire
Prenetics Announces Oversubscribed Approximately $48 Million Equity Offering with Potential for $216 Million in Total Proceeds to Fuel IM8’s Global Expansion and Bitcoin Treasury Strategy
October 27, 2025
From
Prenetics Global Limited
Via
GlobeNewswire
Prenetics Announces $48.0 Million Equity Offering to Fuel IM8’s Global Expansion and Bitcoin Treasury Strategy
October 27, 2025
From
Prenetics Global Limited
Via
GlobeNewswire
Prenetics Global Limited Announces Proposed Public Offering
October 24, 2025
From
Prenetics Global Limited
Via
GlobeNewswire
Prenetics’ IM8 Launches Daily Ultimate Longevity, First Supplement to Target All 12 Hallmarks of Aging
October 08, 2025
From
Prenetics Global Limited
Via
GlobeNewswire
Prenetics Completes $72 Million ACT Exit, Bolsters Cash and Bitcoin Treasury to Accelerate IM8’s Path to $100 Million ARR
October 07, 2025
From
Prenetics Global Limited
Via
GlobeNewswire
Prenetics Announces CEO Danny Yeung Keynote at Token 2049 Singapore
September 30, 2025
From
Prenetics Global Limited
Via
GlobeNewswire
Prenetics Announces Second Quarter 2025 Financial Results with IM8 on Track to Achieve $100M Annual Recurring Revenue by Year’s End
September 12, 2025
From
Prenetics Global Limited
Via
GlobeNewswire
Prenetics’ IM8 Congratulates Global Ambassador and Shareholder - World No. 1 Aryna Sabalenka on Defending Her US Open Championship
September 08, 2025
From
Prenetics Global Limited
Via
GlobeNewswire
World No. 1 Tennis Star Aryna Sabalenka Joins Prenetics’ IM8 Health as Global Ambassador and Shareholder
June 26, 2025
From
Prenetics Global Limited
Via
GlobeNewswire
Prenetics Becomes First Healthcare Company to Execute Aggressive Bitcoin Treasury Strategy, Secures $20M in BTC, Appoints Former OKEx COO to Board
June 18, 2025
From
Prenetics Global Limited
Via
GlobeNewswire
Prenetics Divests ACT Genomics to Delta Electronics as Part of up to US$71.78 Million Transaction
June 18, 2025
From
Prenetics Global Limited
Via
GlobeNewswire
Prenetics Announces First Quarter 2025 Financial Results, Raises FY2025 Outlook, & Crypto Strategy Announcement Soon
June 12, 2025
From
Prenetics Global Limited
Via
GlobeNewswire
IM8 Vibrante Miami: Fueling Wellness and Innovation with a Star-Studded Event
April 09, 2025
From
Prenetics Global Limited
Via
GlobeNewswire
Prenetics’ IM8 Health Expands Scientific Advisory Board, Reinforcing Commitment to Set New Standards in Supplements Market
March 18, 2025
From
Prenetics Limited
Via
GlobeNewswire
Prenetics to Participate in the 37th Annual ROTH Conference
March 11, 2025
From
Prenetics Limited
Via
GlobeNewswire
Prenetics Announces Fourth Quarter and Full Year 2024 Financial Results, Provides 2025 Guidance
March 05, 2025
From
Prenetics Limited
Via
GlobeNewswire
Nasdaq-Listed Prenetics Announces Genomics-Based Partnership with Humanity Protocol and Launches Crypto Strategic Reserve
February 11, 2025
From
Prenetics Limited
Via
GlobeNewswire
Prenetics Unveils IM8 to U.S. Consumers with Co-Founding Partner David Beckham
January 21, 2025
From
Prenetics Limited
Via
GlobeNewswire
Prenetics’ IM8 Achieves Prestigious NSF Certified for Sport® for Daily Ultimate Essentials
January 15, 2025
From
Prenetics Limited
Via
GlobeNewswire
Prenetics’ IM8 Announces Collaboration with Mayo Clinic to Develop New Line of Premium Supplements
December 19, 2024
From
Prenetics Limited
Via
GlobeNewswire
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